Join the People Helping People

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

The Opportunity:

Day in the Life:

Serve as the primary relationship owner for an assigned portfolio of subscription clients, delivering a professional, responsive, and strategically aligned consulting partnership.

• Lead recurring client meetings to assess objectives, confirm priorities, manage expectations, and communicate next steps and outcomes.

• Independently advise clients on campaign prioritization, sequencing, timing, and channel mix within approved program offerings, using performance insights and best practices.

• Translate client goals into actionable campaign plans and guide clients through trade‑offs related to timing, scope, channel selection, budget, and operational constraints.

• Own end‑to‑end campaign lifecycle delivery, including planning, coordination, approvals, deployment, and post‑campaign reporting.

• Interpret campaign performance results; identify trends, risks, and opportunities; and translate insights into client‑facing recommendations tied to measurable outcomes.

• Maintain a forward‑looking campaign calendar ensuring delivery is on time, within scope, and aligned to program standards.

• Lead cross‑functional coordination across consulting, operations, data/segmentation, creative, production, vendors, and client stakeholders to ensure clarity on requirements, timelines, ownership, and dependencies.

• Communicate decisions clearly and influence partner teams to resolve issues and deliver commitments.

• Proactively identify execution risks or bottlenecks and recommend solutions to maintain progress and client satisfaction.

• Manage client communications during unforeseen issues; resolve standard issues independently and escalate when scope, cost, or risk thresholds are exceeded.

• Monitor subscription engagement and utilization; recommend actions to improve adoption and demonstrate value and ROI.

• Identify upsell, cross‑sell, and expansion indicators within existing offerings and collaborate with Marketing Consultants on advanced engagements.

• Support renewal readiness through documented outcomes and clear articulation of value delivered.

• Coordinate SOW, SLA, and billing inputs using approved templates and workflows; ensure accurate documentation and timely handoffs.

• Exercise independent judgment within defined program offerings while adhering to established policies, templates, and service standards.

Qualifications:

• 3–5 years of experience in client‑facing campaign management, marketing program management, or consultative service delivery.

• Demonstrated experience translating client objectives into multi‑channel campaign plans with measurable outcomes.

• Strong understanding of digital marketing channels and campaign analytics.

• Experience with CRM systems and marketing automation platforms (e.g., Salesforce, HubSpot, or equivalent).

• Familiarity with consumer data segmentation, performance reporting, and data‑driven optimization.

• Knowledge of financial institution products, consumer needs, and applicable marketing and regulatory considerations.

• Strong project management, organizational, and prioritization skills.

• Excellent communication and presentation skills with the ability to collaborate and influence cross‑functional partners.

• Proven ability to manage multiple initiatives simultaneously while meeting deadlines and quality standards.

• Position may require less than 25% travel per year.

Education:

• Bachelor’s degree in marketing, communications, business, or related field.

About Velera

At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera.

Pay Equity

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!

• Competitive wages

• Medical with telemedicine

• Dental and Vision

• Basic and Optional Life Insurance

• Paid Time Off (PTO)

• Maternity, Parental, Family Care

• Community Volunteer Time Off

• 12 Paid Holidays

• Company Paid Disability Insurance

• 401k (with employer match)

• Health Savings Accounts (HSA) with company provided contributions

• Flexible Spending Accounts (FSA)

• Supplemental Insurance

• Mental Health and Well-being: Employee Assistance Program (EAP)

• Tuition Reimbursement

• Wellness program

• Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster here.  For information regarding your Right To Work, please click here.

This role is currently not eligible for sponsorship.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at recruiters@velera.com for assistance.